YWP

YorkBridge Wealth Partners Portfolio holdings

AUM $394M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
-15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$225K
3
+$210K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$188K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$152K

Top Sells

1
+$3.68M
2
+$802K
3
+$498K
4
T icon
AT&T
T
+$328K
5
PFE icon
Pfizer
PFE
+$287K

Sector Composition

1 Financials 17.5%
2 Technology 14.62%
3 Healthcare 13.2%
4 Consumer Discretionary 10.33%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.55%
4,236
-74
52
$958K 0.51%
7,423
53
$931K 0.49%
26,672
-2,260
54
$929K 0.49%
6,347
55
$922K 0.49%
27,556
+305
56
$894K 0.47%
60,825
+3,150
57
$873K 0.46%
37,980
-5,150
58
$855K 0.45%
6,886
+262
59
$847K 0.45%
5,681
+241
60
$846K 0.45%
6,603
-60
61
$816K 0.43%
2,995
+36
62
$806K 0.43%
6,275
-451
63
$804K 0.43%
1,876
-18
64
$786K 0.42%
10,281
-122
65
$779K 0.41%
9,491
-597
66
$764K 0.41%
23,080
-4,846
67
$759K 0.4%
8,815
68
$749K 0.4%
27,874
69
$745K 0.4%
6,740
+334
70
$729K 0.39%
10,883
-229
71
$722K 0.38%
5,495
-192
72
$718K 0.38%
6,120
-150
73
$692K 0.37%
9,621
+247
74
$691K 0.37%
31,188
+420
75
$608K 0.32%
24,632
+868
1 2
3
4 5